Sean Baker
About Sean Baker
Sean Baker is a Senior Wealth Strategy Associate at UBS, where he has worked since 2019. He has extensive experience in wealth management, having previously held various roles at UBS and completed a Bachelor of Science in Finance from the University of Richmond.
Current Role at UBS
Sean Baker currently serves as a Senior Wealth Strategy Associate at UBS, a position he has held since 2019. In this role, he focuses on providing retail clients with customized solutions for concentrated equity positions. His work includes developing strategies for hedging, monetization, and yield enhancement. Baker's expertise in wealth strategy is supported by his extensive experience within the UBS framework.
Previous Experience at UBS
Baker has held multiple positions at UBS since joining the firm. He began as a Graduate Training Program Analyst from 2015 to 2017, where he participated in a comprehensive program that included rotations through six different divisions. Following this, he worked as a Tailored Lending Specialist from 2017 to 2019. His initial role at UBS was as a GTP Middle Markets Summer Analyst in 2014, where he gained valuable insights during a two-month internship in Zurich.
Education and Expertise
Sean Baker earned a Bachelor of Science degree in Finance from the University of Richmond, completing his studies from 2011 to 2015. His academic background provides a solid foundation for his career in wealth management and financial strategy. The knowledge gained during his education is complemented by his practical experience in various financial roles.
Early Career Experience
Before joining UBS, Baker worked as a Global Customer Operations Summer Analyst at Dun & Bradstreet in 2013. During this two-month internship, he focused on critical analysis related to deposits and contributed to group-wide initiatives. This early experience helped shape his analytical skills and understanding of financial operations.
Professional Skills and Contributions
Throughout his career, Sean Baker has developed a range of professional skills in wealth management and financial analysis. His contributions include working on customized solutions for clients and participating in strategic initiatives within UBS. His ability to analyze complex financial situations and provide tailored advice is a key aspect of his professional profile.